Carbon Market News Roundup

Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. This issue...

Geopolitics & the Day After

Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...

The Wooden Nickel

The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than make formal proclamations or projections....

Weekly Market Update

Global Market News Global Equities Make Gains Global equities were broadly positive this week, with equities rising toward highs on optimism around a potential U.S.–Iran deal, easing oil prices, and continued strength in AI-driven tech stocks. The S&P 500 and...

Geopolitics & the Day After

Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...

Market Mosaics & Timomachus: Equity Optimism and Rising Yields

The Agricultural and Industrial Revolutions changed the economic, financial, political, social, and scientific landscapes when they took place in the 18th and 19th centuries. AI is destined to have the same impact. It has already made its significant mark in research...

CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa

Here is a summary of the most important events that unfolded over the last month in the Middle East/North Africa, Asia (ex-China/India/Japan), Latin America, and Sub-Saharan Africa, and which may affect economic, financial, and geopolitical issues in the months ahead....

Geopolitics & the Day After

Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...

Carbon Market News Roundup

Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. In this issue, we...

CROSSROADS: North America, Europe, China, India & Japan

Here is a summary of the most important events that unfolded over the last month in North America, Europe, India, China, and Japan and which may affect economic, financial, and geopolitical issues in the months ahead. Later this week, we will be publishing our...

Weekly Market Update

Global Market News Global Equities Make Gains Global equities made gains this week, nearing all-time highs. The S&P 500 and Nasdaq rose 1.57% and 1.88%, respectively, and the Dow Jones gained 2.32% on the week. The U.S. 10-year Treasury note declined slightly to...

Facts at the Dawn of 2026

Let’s start where we left the discussion in the last commentary.  Rising Japanese yields are sending a warning signal, especially when we consider the statements of the Japanese central bank regarding forthcoming interest rate increases. The rate differential in...

Weekly Market Update

This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led...

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